My Dashboard
Percept CRM offers a productivity ‘My Dashboard’ feature that brings together four primary areas of the business development manager: Tasks, Proposals, Forecast, and Sales. This is ideal for use in multi-screen environments as the operational dashboard can be opened side by side to the core CRM interface.
Features
- Side by side review of tasks, proposals, forecast, and sales information.
- Linking to the logged in user account.
- Ability to use multiple monitors to align the Core CRM interface next to the dashboard interface.
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